By: Carter Copeland

With the WSJ reporting on BA’s potential interest in WWD, a couple of things are on our mind: 1) The pace and scale of BA’s M&A effort is clearly growing,2) the range of potential targets rumored suggest broader ambitions than a simple inorganic expansion at Boeing’s new services division, and 3) investors are gradually becoming more worried about M&A “thesis creep” at BA despite the company’s increasingly strong financial position.

BA Report Here